LM ADVISORS LLC - Financial Advisor in California, San Diego

Tel: 619-814-1400 750 B Street Suite 3020 San Diego, California 92101-8192

About LM ADVISORS LLC

LM ADVISORS LLC is a San Diego, California based financial advisory firm with nearly $2,123,359,687 in assets under management and provides investment advisory services for 977 clients. There are currently 21 financial advisors at the firm.

General Information

Firm CRD#:

153940

Firm SEC#:

801-72170

Assets Under Management:

$2,123,359,687

No. of Clients:

977

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Fixed fees, Other (REFERRAL FEE)

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